Netflix

Inside the Stream: Disney’s Bold OpenAI Bet and the WBD Battle Rages Posted on 12-12-2025
In a bold move, Disney has licensed 200 of its characters for use in OpenAI’s Sora. In today’s podcast we discuss the benefits and risks of the deal, which...
Inside the Stream: Fubo’s Growth, Netflix’s New MAVs Metric, Streamers’ Frustrations Posted on 11-07-2025
Fubo’s deal with Disney has closed and during this week’s earnings call Fubo outlined the path forward. We discuss the four areas of benefit which were identified and what the...
Inside the Stream: Netflix’s Ad Revenue to Double; Can Peacock Fly With the NBA? Posted on 10-24-2025
Netflix reported Q3 ’25 results this week and said it expects advertising revenue to more than double in 2025 vs. 2024. As Colin and I discuss, it wasn’t that long...